SPDR SERIES TRUST

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SHM·78468R739·US·ETF

SHM (SPDR SERIES TRUST) is held by 89 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($1B), GOLDMAN SACHS GROUP INC ($259.2M), WELLS FARGO & COMPANY/MN ($167.8M). Net institutional sentiment: Mixed.

89

Holders

(11 Elite)

$2.4B

Total Value

54% (89)

Consensus

48 buying - 41 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)35

Insider (Form 4)58

Activist (13D/13G)54

Congressional (STOCK Act)66

Holder Quality

65

★★★★★

Elite

29

★★★★

Strong

73

★★★

Solid

31

★★

Below

46

★

Weak

Held by 89 funds

11 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SHM.

Top Holders

Top Holders (89)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	21.8M(+2.1%)	$1B	0.1%	+5.79%	33
GOLDMAN SACHS GROUP INC	Increased	5.4M(+4.8%)	$259.2M	0.0%	+5.49%	32
WELLS FARGO & COMPANY/MN	Decreased	3.5M(-1.4%)	$167.8M	0.0%	+6.94%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3.1M(+2.7%)	$150.8M	0.1%	+5.08%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	2.4M(+26.1%)	$114.6M	0.0%	+1.51%	37
MORGAN STANLEY	Decreased	2M(-14.5%)	$94.5M	0.0%	+4.45%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1.6M(-4.8%)	$79.1M	0.0%	+3.79%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.4M(-8.4%)	$67.9M	0.1%	+5.53%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	1.4M(-4.4%)	$65.1M	0.4%	+5.77%	0
LPL Financial LLC	Increased	1.2M(+31.7%)	$56.1M	0.0%	+2.51%	37
Financial Engines Advisors L.L.C.	Increased	677,616(+1.4%)	$32.5M	0.1%	+4.83%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	648,479(+3.8%)	$31.1M	0.0%	+5.81%	30
UBS Group AG	Decreased	485,685(-0.8%)	$23.3M	0.0%	+3.57%	0
JPMORGAN CHASE & CO	Increased	361,054(+28.1%)	$17.3M	0.0%	+1.90%	35
STIFEL FINANCIAL CORP	Decreased	327,015(-14.5%)	$15.7M	0.0%	+5.21%	0
RAYMOND JAMES FINANCIAL INC	Increased	280,152(+0.9%)	$13.4M	0.0%	+2.26%	28
AMERIPRISE FINANCIAL INC	Increased	268,727(+5.7%)	$12.9M	0.0%	+4.84%	30
SEI INVESTMENTS CO	Decreased	228,444(-3.5%)	$11M	0.0%	+8.77%	0
Cetera Investment Advisers	Increased	205,412(+19.6%)	$9.9M	0.0%	+3.12%	33
TRUIST FINANCIAL CORP	Decreased	197,588(-1.7%)	$9.5M	0.0%	+5.53%	0

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SHMSPDR SERIES TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer